EXIT

Advizr

Advizr offers financial planning software solutions to help financial advisers better communicate with their clients. Advizr's portal allows financial advisers and their clients to collaborate in real-time while developing income distribution, tax, and retirement planning strategies. In 2019, the company was acquired by Orion Advisor Services.

Sector

Wealth & Retirement Tech

Headquarters

New York, NY

Year Invested

2017

Website

OUR office locations

New York, NY

122 E 42nd St Suite 2120
New York, NY 10168

Westport, CT

55 Post Road West
Westport, CT 06880

Miami, FL

3401 N Miami Ave Ste 230
Miami, FL 33127